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Records > Objects & select the Asset Object Type from the Object Type drop-down New: The down arrow to the right of New will display the following 3 options for an Asset Addition Single Object: Displays the entry screen for an Asse...
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The Fixed Asset module assigns the following sources to fixed asset GL activity; these sources are displayed on Asset Transactions & Asset Entry Batches _______________________________________________________________________________...
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If a payment batch includes invoices expensed to multiple funds this optional setting will direct the system to auto-generate journal entry records for due to/from entries to move the cash credits to a primary payment fund. The following is a...
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Setup > Options > Vendor Portal Users to notify when vendor portal user waiting approval: Specified users will receive email notifications each time vendors update their information through Vendor Portal. Vendor Portal E...
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Last Updated: 05/06/2022
in SignOn Applications are the SGA applications that you can execute from Signon. This is a high-level control for SGA use only based on the applications included in your current monthly fee. If anything would need to be modified, SGA would do it at the ...
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Imports bank or check reconciliation from the bank. The bank sends a file, which is typically a text file. This process reads that file and clears the checks in the file if the check# and amount from the file match up to the data within S...
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This is a simplified version of bank reconciliation, which displays only AP payments, both checks and EFTs, and allows you to mark them as cleared, to assist in reconciling cleared checks with your bank statement. Click here for details on a...
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The menu option can be found under Records > Accounts > New > Import Accounts/Balances. This option should be used only by SGA or at SGA’s direction to import balance forwards for accounts or objects as of any point in time. See import conne...
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Walk-through of the New Vendor Approval process This is an example of adding and approving a new vendor when “Require new vendor approval” is activated. From the Vendor List screen select “New”. Enter all required inform...
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Last Updated: 04/21/2022
in New Features New Features 12.0 Release Guide: https://sgasoftware.com/downloads/Accounting-Release-Guide-v12.0.pdf Version: 12.0.28 Program/Option: Accounts Payable Expanded audit history for payment addresses (16288) Version: 12.0.27 Program/Option...